Plan Snapshot
- Plan Sponsor: Cae Usa, INC
- Sponsor EIN: 510311065
- Sponsor Address: 5004 AIR CARGO ROAD, TAMPA, FL, 33614
- Plan Type: 401(k)
- Total Participants: 388
- Total Assets: $107.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 388 | $107.1M | $2.9M | $6.8M |
| 2023 | 611 | $105.4M | $3.5M | $8.2M |
| 2022 | 678 | $86.4M | $3.4M | $7.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Recordkeeper | $64,191 | — | $64,191 |
| VANGUARD ADVISERS INC. | Investment Advisor | $43,543 | — | $43,543 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — Recordkeeper
- VANGUARD ADVISERS INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $107,734
- Estimated Expense Ratio: 0.101% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $105,935 | — | — | — | — |
| 2023 | $121,544 | — | $121,544 | — | — |
| 2022 | $114,317 | — | $114,317 | — | — |